ClickUp and Salesforce Essentials Integration
- No-code Integration
- No-code
- Supported Automation Platforms
- 1automatiomation platform supported
- ClickUp Actions
- 66ClickUp Triggers & Actions
- Salesforce Essentials Actions
- 8Salesforce Essentials Triggers & Actions
How to connect ClickUp and Salesforce Essentials
ClickUp and Salesforce Essentials integration is available through Zapier, a workflow automation tool. With the combination of 91 ClickUp triggers and 8 Salesforce Essentials actions, you can create hundreds of integration workflows to automate your work.
Workflow Automation Platforms supported by ClickUp and Salesforce Essentials
If you're looking to automate tasks between ClickUp and Salesforce Essentials but don't have coding experience, these workflow automation platforms offer a simple solution. Check out this list of no-code platforms that enable streamlined workflows tailored to your business needs.
- Zapier. Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
- Pricing Options
- FreemiumFree Trial
- Starting From
- 30$/month
ClickUp and Salesforce Essentials Integration Price
If you have decided to use a workflow automation tool to connect ClickUp and Salesforce Essentials, it's important to carefully analyze the cost of integration.
Need to know the pricing information for automation services supporting ClickUp and Salesforce Essentials integration? We've done the hard work for you! Check out our table below for details based on 100, 1K, 10K and 100K basic automations per month.
Basic automation includes only one trigger and one action, making it simple. For instance, creating a record in database every time a task is completed is a basic automation.
| Automation Platform | 100 | 1K | 10K | 100K |
|---|---|---|---|---|
Volume: 100 Plan: Free $0 Volume: 1K Plan: Starter $58.5 Volume: 10K Plan: Professional $193.5 Volume: 100K Plan: Professional $733.5 | $0 Free | $58.5 Starter | $193.5 Professional | $733.5 Professional |
Triggers and Actions supported by ClickUp and Salesforce Essentials
Typically, when connecting ClickUp and Salesforce Essentials, you're searching for an automation that meets your business requirements.
Automations are workflows that link your applications to fully automate repetitive tasks. A Trigger serves as the initiating event of an Automation, while an Action denotes the event executed by the Automation.
We've taken great care in collecting every available Trigger and Action from multiple Workflow Automation Platforms, enabling you to evaluate integration possibilities and make an informed decision on connecting ClickUp and Salesforce Essentials.
When this happens
Select a Trigger
Do this
Select an Action
How to setup ClickUp and Salesforce Essentials integration
Step 1: Choose a Workflow Automation Service that supports the integration of ClickUp with Salesforce Essentials. Choose automation platform
60 seconds
60 secondsStep 2: Securely authenticate ClickUp and Salesforce Essentials on the chosen automation service before proceeding.
60 seconds
60 secondsStep 3: Choose a Trigger for ClickUp, which will start your automation scenario. Explore Triggers
15 seconds
15 secondsStep 4: Select a resulting Action for Salesforce Essentials that will follow the Trigger event in your automation flow. Explore Actions
15 seconds
15 secondsStep 5: Set up the data exchange between ClickUp and Salesforce Essentials and configure the parameters to meet your requirements.
120 seconds
120 secondsStep 6: Finalize your integration by testing and publishing it. Voila! Sit back and enjoy the no-code automation.
More integrations to ClickUp
Take a look at the list of additional well-known ClickUp integrations. ClickUp Integrations
More integrations to Salesforce Essentials
Explore the list of other popular Salesforce Essentials integrations. Salesforce Essentials Integrations
ClickUp and Salesforce Essentials integration Diagram
Frequently Asked Questions
Does ClickUp integrate with Salesforce Essentials?
- You can connect ClickUp and Salesforce Essentials automatically using no-code Workflow Automation Tool. Use Zapier to link ClickUp and Salesforce Essentials.
Can you Integrate ClickUp and Salesforce Essentials for free?
- Yes, you can use the free plan of Zapier to connect ClickUp to Salesforce Essentials for free, albeit with some limitations.